Heritage Wealth Management (Arizona)’s FS KKR Capital FSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $233K | Buy |
13,286
+6,049
| +84% | +$106K | 0.03% | 317 |
|
|
2022
Q3 | $123K | Sell |
7,237
-2,239
| -24% | -$38.1K | 0.04% | 305 |
|
|
2022
Q2 | $184K | Sell |
9,476
-7,413
| -44% | -$144K | 0.06% | 251 |
|
|
2022
Q1 | $385K | Buy |
+16,889
| New | +$385K | 0.1% | 157 |
|
|
2021
Q3 | $617K | Sell |
28,007
-5,925
| -17% | -$131K | 0.22% | 78 |
|
|
2021
Q2 | $730K | Buy |
33,932
+33,043
| +3,717% | +$711K | 0.28% | 75 |
|
|
2021
Q1 | $18K | Buy |
+889
| New | +$18K | 0.01% | 502 |
|